MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$28M
3
+$8.04M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.16M

Top Sells

1
+$22.8M
2
+$22.1M
3
+$3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.35M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$705K

Sector Composition

1 Technology 1.53%
2 Industrials 0.57%
3 Financials 0.52%
4 Consumer Discretionary 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$46.1K 0.01%
424
202
$45.9K 0.01%
385
203
$45.5K 0.01%
1,075
204
$45K 0.01%
1,536
-80
205
$44.4K 0.01%
1,549
206
$44.4K 0.01%
597
+45
207
$44.3K 0.01%
289
208
$44.2K 0.01%
+336
209
$43.2K 0.01%
570
210
$42.7K 0.01%
284
211
$42.5K 0.01%
60
212
$41.6K 0.01%
2,308
+45
213
$41.5K 0.01%
174
214
$40.6K 0.01%
1,000
215
$40.2K 0.01%
381
216
$39.7K 0.01%
541
217
$39.7K 0.01%
160
218
$38.8K ﹤0.01%
455
-15
219
$38.7K ﹤0.01%
925
220
$38.4K ﹤0.01%
418
221
$38.2K ﹤0.01%
164
222
$38.1K ﹤0.01%
1,304
223
$37.1K ﹤0.01%
188
224
$36.8K ﹤0.01%
465
225
$36.8K ﹤0.01%
534
7 8
9
10 11